Evanson Asset Management’s Automatic Data Processing ADP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
Sell
-1,511
Closed -$389K 322
2025
Q4
$389K Buy
1,511
+28
+2% +$7.45K 0.02% 230
2025
Q3
$435K Buy
1,483
+22
+2% +$6.62K 0.02% 216
2025
Q2
$451K Hold
1,461
0.03% 214
2025
Q1
$446K Buy
1,461
+610
+72% +$184K 0.03% 196
2024
Q4
$249K Sell
851
-238
-22% -$70.3K 0.02% 271
2024
Q3
$301K Buy
1,089
+238
+28% +$62.2K 0.02% 250
2024
Q2
$203K Hold
851
0.01% 284
2024
Q1
$213K Buy
+851
New +$208K 0.02% 284
2023
Q4
Sell
-851
Closed -$205K 299
2023
Q3
$205K Buy
+851
New +$207K 0.02% 263
2022
Q4
Sell
-2,949
Closed -$667K 270
2022
Q3
$667K Hold
2,949
0.08% 119
2022
Q2
$619K Hold
2,949
0.07% 128
2022
Q1
$671K Hold
2,949
0.07% 133
2021
Q4
$727K Hold
2,949
0.06% 133
2021
Q3
$583K Hold
2,949
0.06% 151
2021
Q2
$586K Hold
2,949
0.06% 151
2021
Q1
$556K Buy
2,949
+1
+0% +$174 0.08% 148
2020
Q4
$519K Hold
2,948
0.08% 150
2020
Q3
$411K Hold
2,948
0.07% 154
2020
Q2
$439K Buy
2,948
+37
+1% +$5.3K 0.09% 136
2020
Q1
$398K Sell
2,911
-82
-3% -$13.2K 0.09% 131
2019
Q4
$510K Hold
2,993
0.1% 119
2019
Q3
$483K Hold
2,993
0.1% 122
2019
Q2
$495K Hold
2,993
0.1% 122
2019
Q1
$478K Hold
2,993
0.1% 121
2018
Q4
$392K Hold
2,993
0.09% 135
2018
Q3
$451K Hold
2,993
0.09% 133
2018
Q2
$401K Buy
2,993
+800
+36% +$101K 0.08% 152
2018
Q1
$249K Hold
2,193
0.05% 215
2017
Q4
$257K Hold
2,193
0.05% 213
2017
Q3
$240K Hold
2,193
0.05% 199
2017
Q2
$225K Buy
+2,193
New +$222K 0.05% 200

Other funds holding ADP

Evanson Asset Management's ADP Position: Q1 2026 in Review

Evanson Asset Management sold out of Automatic Data Processing (ADP) in Q1 2026, closing a stake of 1,511 shares — an estimated $389K sold.

Evanson Asset Management first reported a position in ADP in Q2 2017 and held it in 31 quarters. The position peaked at $727K in Q4 2021. 2,265 funds tracked by Wall St. Rank hold ADP as of Q1 2026.

  • Evanson Asset Management reported no remaining Automatic Data Processing position as of Q1 2026 after selling out during the quarter.
  • Evanson Asset Management sold 1,511 Automatic Data Processing shares in Q1 2026, an estimated $389K.
  • Evanson Asset Management first reported a position in Automatic Data Processing in Q2 2017 and held it in 31 quarters.
  • Evanson Asset Management's Automatic Data Processing position peaked at $727K in Q4 2021.
  • 2,265 funds tracked by Wall St. Rank held Automatic Data Processing as of Q1 2026.

Based on Evanson Asset Management's 13F filing for Q1 2026, filed 8 Apr 2026.